RiverFront Investment Group, LLC
Annual return '25
+14.2%
SPY '25
+17.7%
Alpha
-3.6ptsvs SPY
Invested
$6.5B
Holdings
383
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IEFA
ISHARES TR CORE MSCI
Q4 2025: Exited (was 2.68M shares)
4.6%
02
$GSLC
GOLDMAN SACHS ETF TR
Q4 2025: Exited (was 1.85M shares)
3.8%
03
$JEPI
J P MORGAN EXCHANGE T
Q4 2025: Exited (was 3.07M shares)
3.7%
04
$AAPL
APPLE INC COM
Q4 2025: Exited (was 796.8k shares)
3.6%
05
$EFV
ISHARES TR EAFE VALUE
Q4 2025: Exited (was 2.47M shares)
3.2%
06
$SPAB
SPDR SERIES TRUST POR
Q4 2025: Exited (was 7.77M shares)
3.1%
07
$SCHI
SCHWAB STRATEGIC TR 5
Q4 2025: Exited (was 8.42M shares)
3.0%
08
$IYW
ISHARES TR U.S. TECH
Q4 2025: Exited (was 898.0k shares)
2.8%
09
$TBLL
INVESCO EXCH TRADED F
Held since at least Q1 2024
2.8%
10
$BND
VANGUARD BD INDEX FD
Q4 2025: Exited (was 2.38M shares)
2.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:59 UTC.